CWG
Cornerstone Wealth Group’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1M | Buy |
90,702
+18,625
| +26% | +$9.26M | 3.38% | 6 |
|
|
2025
Q1 | $27.1M | Buy |
72,077
+3,171
| +5% | +$1.19M | 2.24% | 7 |
|
|
2024
Q4 | $29M | Buy |
68,906
+3,276
| +5% | +$1.38M | 2.37% | 7 |
|
|
2024
Q3 | $28.2M | Buy |
65,630
+781
| +1% | +$336K | 2.34% | 7 |
|
|
2024
Q2 | $29M | Buy |
64,849
+2,808
| +5% | +$1.26M | 2.58% | 7 |
|
|
2024
Q1 | $26.1M | Buy |
62,041
+12,742
| +26% | +$5.36M | 2.4% | 7 |
|
|
2023
Q4 | $18.5M | Sell |
49,299
-3,775
| -7% | -$1.42M | 2.66% | 6 |
|
|
2023
Q3 | $16.8M | Buy |
53,074
+4,621
| +10% | +$1.46M | 2.97% | 7 |
|
|
2023
Q2 | $16.5M | Sell |
48,453
-9,437
| -16% | -$3.21M | 2.99% | 5 |
|
|
2023
Q1 | $16.7M | Sell |
57,890
-5,074
| -8% | -$1.46M | 2.97% | 5 |
|
|
2022
Q4 | $15.1M | Buy |
62,964
+822
| +1% | +$197K | 2.86% | 10 |
|
|
2022
Q3 | $14.5M | Buy |
62,142
+1,193
| +2% | +$278K | 3.2% | 6 |
|
|
2022
Q2 | $15.7M | Buy |
60,949
+12,433
| +26% | +$3.19M | 3.28% | 4 |
|
|
2022
Q1 | $15M | Buy |
48,516
+6,720
| +16% | +$2.07M | 2.75% | 6 |
|
|
2021
Q4 | $14.1M | Buy |
41,796
+594
| +1% | +$200K | 2.41% | 5 |
|
|
2021
Q3 | $11.6M | Buy |
41,202
+1,046
| +3% | +$295K | 2.05% | 9 |
|
|
2021
Q2 | $11.1M | Buy |
40,156
+8,680
| +28% | +$2.4M | 2.27% | 8 |
|
|
2021
Q1 | $8.2M | Sell |
31,476
-3,333
| -10% | -$869K | 1.67% | 9 |
|
|
2020
Q4 | $7.74M | Buy |
34,809
+3,448
| +11% | +$767K | 1.9% | 8 |
|
|
2020
Q3 | $6.6M | Buy |
31,361
+1,673
| +6% | +$352K | 1.8% | 9 |
|
|
2020
Q2 | $6.04M | Buy |
29,688
+7,117
| +32% | +$1.45M | 1.52% | 12 |
|
|
2020
Q1 | $3.56M | Buy |
22,571
+1,686
| +8% | +$266K | 1.25% | 20 |
|
|
2019
Q4 | $3.29M | Buy |
20,885
+1,392
| +7% | +$220K | 0.89% | 32 |
|
|
2019
Q3 | $2.71M | Sell |
19,493
-1,539
| -7% | -$214K | 0.68% | 45 |
|
|
2019
Q2 | $2.82M | Sell |
21,032
-4,103
| -16% | -$550K | 0.76% | 32 |
|
|
2019
Q1 | $2.96M | Buy |
+25,135
| New | +$2.96M | 0.74% | 28 |
|